Recorded on 28 January 2020, Senior Business Development Manager, Henny Dovland uses planning scenarios to explore the opportunities intergenerational planning can create for financial advisers.

Watch our webinar below to discover how you can retain assets under advice and have a positive impact on planning outcomes by engaging with the next generation.

 

The webinar covers:

  • The benefits of taking an intergenerational approach to financial planning
  • The intergenerational advantages of Business Relief
  • Intergenerational planning ideas illustrated through case studies
  • Considerations when reviewing and selecting Business Relief services

 

Posted: 28/01/2020 Categories: Events, Inheritance Tax, News, TIME:Advance, TIME:AIM, TIME:CTC